Palumbo Wealth Management LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$405.3B
Holdings
218
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (218 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 47,811 | $32.6B | 8.04% | |
| 2 | GOOGLALPHABET INC | 72,381 | $22.7B | 5.59% | |
| 3 | AMZNAMAZON COM INC | 81,659 | $18.8B | 4.65% | |
| 4 | AAPLAPPLE INC | 65,355 | $17.8B | 4.38% | |
| 5 | GQ9SPDR GOLD TR | 43,577 | $17.3B | 4.26% | |
| 6 | JPSTJ P MORGAN EXCHANGE TRADED F | 310,268 | $15.7B | 3.87% | |
| 7 | DBCINVESCO DB COMMDY INDX TRCK | 485,566 | $10.9B | 2.68% | |
| 8 | MSFTMICROSOFT CORP | 22,330 | $10.8B | 2.66% | |
| 9 | NVDANVIDIA CORPORATION | 56,779 | $10.6B | 2.61% | |
| 10 | WMWASTE MGMT INC DEL | 37,214 | $8.2B | 2.02% | |
| 11 | NDQINVESCO QQQ TR | 11,887 | $7.3B | 1.80% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,842 | $7.0B | 1.72% | |
| 13 | PHYS/USPROTT ASSET MANAGEMENT LP | 204,306 | $6.7B | 1.66% | |
| 14 | IJRISHARES TR | 55,384 | $6.7B | 1.64% | |
| 15 | VVISA INC | 17,506 | $6.1B | 1.51% | |
| 16 | COSTCOSTCO WHSL CORP NEW | 6,776 | $5.8B | 1.44% | |
| 17 | HELOJ P MORGAN EXCHANGE TRADED F | 83,717 | $5.6B | 1.37% | |
| 18 | MINTPIMCO ETF TR | 53,638 | $5.4B | 1.33% | |
| 19 | WSMWILLIAMS SONOMA INC | 26,038 | $4.7B | 1.15% | |
| 20 | GBTCGRAYSCALE BITCOIN TRUST ETF | 67,259 | $4.6B | 1.13% | |
| 21 | ETRENTERGY CORP NEW | 49,303 | $4.6B | 1.12% | |
| 22 | DGXQUEST DIAGNOSTICS INC | 25,858 | $4.5B | 1.11% | |
| 23 | JPMJPMORGAN CHASE & CO. | 12,712 | $4.1B | 1.01% | |
| 24 | GOOGALPHABET INC | 12,880 | $4.0B | 1.00% | |
| 25 | JNJJOHNSON & JOHNSON | 19,336 | $4.0B | 0.99% | |
| 26 | NKENIKE INC | 57,055 | $3.6B | 0.90% | |
| 27 | AMDADVANCED MICRO DEVICES INC | 15,971 | $3.4B | 0.84% | |
| 28 | MCDMCDONALDS CORP | 11,130 | $3.4B | 0.84% | |
| 29 | CRMSALESFORCE INC | 12,617 | $3.3B | 0.82% | |
| 30 | NPCENEUROPACE INC | 214,175 | $3.3B | 0.82% | |
| 31 | TMOTHERMO FISHER SCIENTIFIC INC | 5,588 | $3.2B | 0.80% | |
| 32 | MRVLMARVELL TECHNOLOGY INC | 37,556 | $3.2B | 0.79% | |
| 33 | IBMINTERNATIONAL BUSINESS MACHS | 10,419 | $3.1B | 0.76% | |
| 34 | XHBSPDR SERIES TRUST | 27,687 | $2.9B | 0.70% | |
| 35 | BACBANK AMERICA CORP | 51,274 | $2.8B | 0.70% | |
| 36 | METAMETA PLATFORMS INC | 4,223 | $2.8B | 0.69% | |
| 37 | TSCOTRACTOR SUPPLY CO | 55,270 | $2.8B | 0.68% | |
| 38 | ITWILLINOIS TOOL WKS INC | 10,544 | $2.6B | 0.64% | |
| 39 | MSCIMSCI INC | 4,440 | $2.5B | 0.63% | |
| 40 | IBITISHARES BITCOIN TRUST ETF | 50,616 | $2.5B | 0.62% | |
| 41 | BSXBOSTON SCIENTIFIC CORP | 25,321 | $2.4B | 0.58% | |
| 42 | OEFISHARES TR | 6,512 | $2.2B | 0.55% | |
| 43 | ACNACCENTURE PLC IRELAND | 8,155 | $2.2B | 0.54% | |
| 44 | BWBABCOCK & WILCOX ENTERPRISES | 297,681 | $1.9B | 0.47% | |
| 45 | MSTBETF SER SOLUTIONS | 46,697 | $1.9B | 0.46% | |
| 46 | BEBLOOM ENERGY CORP | 21,417 | $1.9B | 0.46% | |
| 47 | XLVSELECT SECTOR SPDR TR | 11,972 | $1.9B | 0.46% | |
| 48 | CRWDCROWDSTRIKE HLDGS INC | 3,591 | $1.7B | 0.42% | |
| 49 | AWNADVANCE AUTO PARTS INC | 40,120 | $1.6B | 0.39% | |
| 50 | BFLYBUTTERFLY NETWORK INC | 413,317 | $1.6B | 0.39% | |
| 51 | CATCATERPILLAR INC | 2,668 | $1.5B | 0.38% | |
| 52 | NOWSERVICENOW INC | 9,712 | $1.5B | 0.37% | |
| 53 | PGPROCTER AND GAMBLE CO | 10,361 | $1.5B | 0.37% | |
| 54 | NUVBNUVATION BIO INC | 163,756 | $1.5B | 0.36% | |
| 55 | EBSEMERGENT BIOSOLUTIONS INC | 117,121 | $1.4B | 0.36% | |
| 56 | DDTOINNOVATOR ETFS TRUST | 41,588 | $1.4B | 0.34% | |
| 57 | JMOMJ P MORGAN EXCHANGE TRADED F | 19,949 | $1.4B | 0.34% | |
| 58 | LENLENNAR CORP | 12,861 | $1.3B | 0.33% | |
| 59 | SPGIS&P GLOBAL INC | 2,482 | $1.3B | 0.32% | |
| 60 | MNDYMONDAY COM LTD | 8,608 | $1.3B | 0.31% | |
| 61 | ASMBASSEMBLY BIOSCIENCES INC | 37,305 | $1.3B | 0.31% | |
| 62 | APHAMPHENOL CORP NEW | 9,168 | $1.2B | 0.31% | |
| 63 | JOETVIRTUS ETF TR II | 29,406 | $1.2B | 0.30% | |
| 64 | EFAISHARES TR | 12,796 | $1.2B | 0.30% | |
| 65 | AMATAPPLIED MATLS INC | 4,607 | $1.2B | 0.29% | |
| 66 | PALCPACER FDS TR | 22,086 | $1.2B | 0.28% | |
| 67 | PDBCINVESCO ACTVELY MNGD ETC FD | 86,451 | $1.1B | 0.28% | |
| 68 | TSLATESLA INC | 2,527 | $1.1B | 0.28% | |
| 69 | URAGLOBAL X FDS | 26,537 | $1.1B | 0.28% | |
| 70 | VOOVANGUARD INDEX FDS | 1,801 | $1.1B | 0.28% | |
| 71 | LLYELI LILLY & CO | 1,037 | $1.1B | 0.27% | |
| 72 | WCNWASTE CONNECTIONS INC | 6,304 | $1.1B | 0.27% | |
| 73 | SNDXSYNDAX PHARMACEUTICALS INC | 51,368 | $1.1B | 0.27% | |
| 74 | OXYOCCIDENTAL PETE CORP | 25,645 | $1.1B | 0.26% | |
| 75 | HLTHILTON WORLDWIDE HLDGS INC | 3,655 | $1.0B | 0.26% | |
| 76 | IYWISHARES TR | 5,200 | $1.0B | 0.26% | |
| 77 | AVGOBROADCOM INC | 2,979 | $1.0B | 0.25% | |
| 78 | ETNEATON CORP PLC | 3,205 | $1.0B | 0.25% | |
| 79 | TSHATAYSHA GENE THERAPIES INC | 178,007 | $979.0M | 0.24% | |
| 80 | IDYAIDEAYA BIOSCIENCES INC | 28,024 | $968.0M | 0.24% | |
| 81 | XMTRXOMETRY INC | 16,117 | $958.0M | 0.24% | |
| 82 | ACHRARCHER AVIATION INC | 118,227 | $889.0M | 0.22% | |
| 83 | ABTABBOTT LABS | 6,913 | $866.0M | 0.21% | |
| 84 | CDNACAREDX INC | 45,759 | $862.0M | 0.21% | |
| 85 | SIBNSI-BONE INC | 41,955 | $827.0M | 0.20% | |
| 86 | RECSCOLUMBIA ETF TR I | 20,104 | $821.0M | 0.20% | |
| 87 | WMTWALMART INC | 7,333 | $817.0M | 0.20% | |
| 88 | LMTLOCKHEED MARTIN CORP | 1,646 | $815.0M | 0.20% | |
| 89 | NETCLOUDFLARE INC | 3,888 | $766.0M | 0.19% | |
| 90 | SSOPROSHARES TR | 13,223 | $765.0M | 0.19% | |
| 91 | VTIVANGUARD INDEX FDS | 2,207 | $740.0M | 0.18% | |
| 92 | PMAYINNOVATOR ETFS TRUST | 18,354 | $726.0M | 0.18% | |
| 93 | CDTXCIDARA THERAPEUTICS INC | 3,283 | $725.0M | 0.18% | |
| 94 | MTUMISHARES TR | 2,852 | $713.0M | 0.18% | |
| 95 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 28,095 | $684.0M | 0.17% | |
| 96 | HDHOME DEPOT INC | 1,974 | $679.0M | 0.17% | |
| 97 | SNOWSNOWFLAKE INC | 3,054 | $669.0M | 0.17% | |
| 98 | IMNMIMMUNOME INC | 30,978 | $665.0M | 0.16% | |
| 99 | XLYSELECT SECTOR SPDR TR | 5,530 | $660.0M | 0.16% | |
| 100 | XOMEXXON MOBIL CORP | 5,434 | $653.0M | 0.16% |
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